How do I schedule a meeting with SRG Financial Advisors?

You can schedule a meeting two ways: book online using the scheduling tool on this page, or call (888) 883-7335 to set up an appointment by phone.

Can I book my first meeting online?

Yes. This page includes an online scheduling tool where you can select and book a meeting time directly.

What if I'd rather schedule by phone?

You can call (888) 883-7335 to schedule your meeting by phone instead of using the online booking tool.

Where are SRG Financial Advisors' offices located?

SRG Financial Advisors has four Missouri locations: the headquarters in Osage Beach at the Lake of the Ozarks, an office in Columbia, an office in Jefferson City, and an office serving the Kansas City metro area in Lee's Summit.

Do SRG Financial Advisors' wealth advisors act as fiduciaries?

Yes. When working in an advisory capacity, SRG Financial Advisors' wealth advisors operate as fiduciaries, meaning they are objective and selective, and only offer investment products and services they believe are best suited to help meet each client's financial goals.

What happens after I schedule a meeting?

Scheduling a meeting is the first step in SRG Financial Advisors' "Discover, Design, Deploy" process — starting with a conversation to explore your goals and determine whether the firm is the right fit before any planning work begins.

Meet with an Advisor

To Schedule Online

To Schedule by Phone

Call (888) 883-7335

You can schedule a meeting two ways: book online using the scheduling tool on this page, or call (888) 883-7335 to set up an appointment by phone.
Yes. This page includes an online scheduling tool where you can select and book a meeting time directly.
You can call (888) 883-7335 to schedule your meeting by phone instead of using the online booking tool.
SRG Financial Advisors has four Missouri locations: the headquarters in Osage Beach at the Lake of the Ozarks, an office in Columbia, an office in Jefferson City, and an office serving the Kansas City metro area in Lee's Summit.
Yes. When working in an advisory capacity, SRG Financial Advisors' wealth advisors operate as fiduciaries, meaning they are objective and selective, and only offer investment products and services they believe are best suited to help meet each client's financial goals.
Scheduling a meeting is the first step in SRG Financial Advisors' "Discover, Design, Deploy" process — starting with a conversation to explore your goals and determine whether the firm is the right fit before any planning work begins.